KKM Financial LLC Q4 2025 Filing
Filed February 18, 2026
Portfolio Value
$563.3B
Holdings
170
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (170 positions)
| Stock | Value |
|---|---|
FWONALIBERTY MEDIA CORP DEL | $18.5M |
MUMICRON TECHNOLOGY INC | $17.2M |
NVDANVIDIA CORPORATION | $16.5M |
LLYLILLY ELI & CO | $15.0M |
AMDADVANCED MICRO DEVICES INC | $14.2M |
LRCXEURLAM RESEARCH CORP | $12.8M |
AAPLAPPLE INC | $12.5M |
ASMLASML HOLDING N V | $11.4M |
CMCSACOMCAST CORP NEW | $10.8M |
HDHOME DEPOT INC | $10.3M |
ESNNORTHERN LTS FD TR II | $10.2M |
PANWPALO ALTO NETWORKS INC | $10.0M |
AMATAPPLIED MATLS INC | $9.6M |
MSFTMICROSOFT CORP | $8.7M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $8.6M |
INTCINTEL CORP | $8.3M |
GOOGLALPHABET INC | $8.1M |
AWCAMERICAN WATER WORKS COMPANY INC | $8.0M |
JPMJPMORGAN CHASE & CO | $7.7M |
JNJJOHNSON & JOHNSON | $7.3M |
HCAHCA HEALTHCARE INC | $7.2M |
ORCLORACLE CORP | $7.1M |
IBMINTERNATIONAL BUSINESS MACHS | $6.9M |
METAMETA PLATFORMS INC | $6.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6.8M |
CVSCVS HEALTH CORP | $6.7M |
SPYSPDR S&P 500 ETF TR | $6.4M |
AMZNAMAZON COM INC | $6.3M |
FWONALIBERTY MEDIA CORP DEL | $6.2M |
KLACKLA CORP | $6.1M |
FFORD MTR CO DEL | $6.0M |
VVISA INC | $5.8M |
CBCHUBB LIMITED | $5.8M |
LBRDKLIBERTY BROADBAND CORP COM SER C | $5.8M |
BABOEING CO | $5.8M |
CMECME GROUP INC | $5.7M |
FCXFREEPORT-MCMORAN INC | $5.6M |
NTRNUTRIEN LTD | $5.6M |
IGMISHARES TR | $5.5M |
XOMEXXON MOBIL CORP | $5.5M |
MMM3M CO | $5.5M |
WMWASTE MGMT INC DEL | $5.5M |
DALDELTA AIR LINES INC DEL | $5.3M |
DUKDUKE ENERGY CORP NEW | $5.2M |
FDXFEDEX CORP | $5.2M |
COSTCOSTCO WHSL CORP NEW | $5.1M |
MPCMARATHON PETE CORP | $5.0M |
LMTLOCKHEED MARTIN CORP | $4.8M |
XLKSELECT SECTOR SPDR TR | $4.8M |
EQIXEQUINIX INC | $4.8M |
SYYSYSCO CORP | $4.7M |
BACVERIZON COMMUNICATIONS INC | $4.7M |
EPDENTERPRISE PRODS PARTNERS L | $4.7M |
IGVISHARES TR | $4.7M |
IVVISHARES TR | $4.6M |
NDQINVESCO QQQ TR | $4.6M |
SOXXISHARES TR | $4.6M |
ADPAUTOMATIC DATA PROCESSING IN | $4.5M |
GLIBKGCI LIBERTY INC | $4.5M |
MASMASCO CORP | $4.2M |
AVGOBROADCOM INC | $4.2M |
WDIVSPDR INDEX SHS FDS | $4.2M |
IYFISHARES TR | $4.1M |
JPINJ P MORGAN EXCHANGE TRADED F DIV RTN | $4.1M |
SCHDSCHWAB STRATEGIC TR | $4.1M |
PFEPFIZER INC | $4.1M |
LINLINDE PLC | $3.6M |
NEARISHARES U S ETF TR | $3.6M |
UNHUNITEDHEALTH GROUP INC | $3.3M |
XLISELECT SECTOR SPDR TR | $3.3M |
NXPINXP SEMICONDUCTORS N V | $3.2M |
BACBANK AMERICA CORP | $3.0M |
TRVTRAVELERS COMPANIES INC | $2.9M |
IWRISHARES TR | $2.9M |
HWMHOWMET AEROSPACE INC | $2.8M |
IYWISHARES TR | $2.7M |
IWMISHARES TR | $2.2M |
SYKSTRYKER CORPORATION | $2.1M |
GOOGALPHABET INC | $2.1M |
IYJISHARES TR | $2.0M |
XLCSELECT SECTOR SPDR TR | $2.0M |
TSLATESLA INC | $1.7M |
FWONALIBERTY MEDIA CORP DEL | $1.5M |
CATCATERPILLAR INC | $1.3M |
DBJPDBX ETF TR | $1.2M |
SPIBSPDR SER TR | $1.2M |
FWONALIBERTY MEDIA CORP DEL | $1.2M |
FTSMFIRST TR EXCHANGE-TRADED FD | $1.2M |
WMTWALMART INC | $1.1M |
XLUSELECT SECTOR SPDR TR | $1.1M |
IYCISHARES TR | $1.1M |
DBEZDBX ETF TR | $1.1M |
DBEFDBX ETF TR | $928K |
IBBISHARES TR | $920K |
DHRDANAHER CORPORATION | $916K |
IYEISHARES TR | $915K |
IYZISHARES TR | $887K |
AQLTISHARES TR | $874K |
BATRAATLANTA BRAVES HLDGS INC | $849K |
IYTISHARES TR | $838K |
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